Basking in the glow of a strong second quarter overall, Bristol-Myers Squibb Co. reported sales of $840m for its PD-1 inhibitor Opdivo and touted an 80% market share in the class, but it remained on the defensive regarding its first-line lung cancer and combination strategies – and whether it is too focused on its lead cancer immunotherapies.
There's more profit on the table, and the programmed-death checkpoint inhibitor sponsors are vying for the one of the most important market segments to date. Merck & Co. Inc....
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